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Investments & Wealth Forum–New York City is the Event to Manage Portfolio Risk

Issue date: Tuesday, October 11, 2022

Contact Information: Maureen Walker | 303-850-3202 | Contact Email: mwalker@i-w.org

Registration is open for the educational event for elite advisors who want to learn about the latest tools, techniques and strategies being used to better protect clients from portfolio risk

Denver, Colorado — October 11, 2022 — The Investments & Wealth Institute will host a three-day educational conference from November 29 to December 1 in New York City focusing on managing portfolio risk. The event will feature leading academics, practitioner consultants and a Women in Wealth program and reception. Financial professionals are invited to register now, and journalists are invited to request a press pass. The conference will also be available on-demand starting on December 7.

Attendees will learn how to: recommend portfolio risk management strategies for clients that are actionable, repeatable and defensible; evaluate traditional and alternative investment strategies, techniques and products; and navigate investor biases in order to effectively communicate and deliver sound investment advice. The program addresses topics covered in the Certified Investment Management Analyst® (CIMA®) certification. Featured speakers include: 
  • Emma Seppälä, PhD, Yale lecturer and author of “The Happiness Track” 
  • Richard Marston, PhD, James R. F. Guy professor emeritus of finance, The Wharton School
  • Warren Berger, Questionologist and best-selling author of “A More Beautiful Question”
  • Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital
  • Jonathan Pain, director of JP Consultancy NSW Pty Ltd. and author of “The Pain Report”
  • Herman Brodie, founding director, Prospecta Limited and co-author of “The Trust Mandate”

The conference experience includes six general sessions, 12 breakout sessions, one pre-conference workshop, as well as a Women in Wealth program and reception. The pre-conference workshop, Tales from the Crypt-O, will feature a panel of experts who will discuss the risk and rewards of investing in cryptocurrency. This pre-conference session will be part of the on-demand offering. Full conference details can be found here.

Key Details
Investments & Wealth Forum—New York City
When:                                  November 29-December 1, 2022 (on-demand access available December 7)
Where:                                 New York Marriott Marquis  
Continuing Education:       20-26 CE hours
Fee:                                      $1,095 (discounted rates available for Institute Signature and Elite members)
                                              $795 on-demand registration (on-demand access available starting December 7)
Registration:                        Click here to register
Journalists are invited to request a press pass by contacting Director of Communications Maureen Walker at mwalker@i-w.org or 303-850-3202. 


About Investments & Wealth Institute
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider and standards body for financial advisors. Through its award-winning events, publications, courses and acclaimed certifications — Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) — the Institute delivers Ivy League-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at www.investmentsandwealth.org.

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